THE GARRATT FAMILY TRUST
The Trust does not respond to unsolicited applications but is focused upon beneficiaries identified via trustee research and experience in the UK and overseas. It seeks to establish long-term relationships, providing continuity of funding subject to the successful application of the initial grants and clear and concise reporting of progress and outcomes to the satisfaction of the Trustees.
Objects
THE OBJECTS OF THE CIO ARE TO APPLY SUCH FUNDS AS IT MAY HOLD FROM TIME TO TIME FOR SUCH CHARITABLE PURPOSE OR PURPOSES AS ARE LAWFUL ACCORDING TO THE LAWS OF ENGLAND AND WALES FOR THE BENEFIT OF ONE OR MORE INDIVIDUALS, ANY QUALIFIED CHARITY OR CHARITIES (A QUALIFIED CHARITY IS ANY PURPOSE, BODY OR OBJECT IN ANY PART OF THE WORLD WHICH UNDER THE LAWS OF ENGLAND AND WALES SHALL BE RECOGNISED AS EXCLUSIVELY CHARITABLE TRUSTS), ASSOCIATIONS, INSTITUTIONS OR ORGANISATIONS ESTABLISHED FOR SUCH CHARITABLE PURPOSE OR PURPOSES AS AFORESAID.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £5,000 at the end of the period, with total income and expenditure both recorded at £27,000. The trustees report that the charity aims to distribute income from its investment portfolio and draw upon capital only under exceptional circumstances. The independent examiner confirmed that no material matters came to their attention regarding the accounts.
What the accounts disclose
Policies the charity declares
- Complaints handling
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Safeguarding vulnerable beneficiaries
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- PETER GARRATT OBEchair
- ANNA MARIA GARRATT
- ANTHONY EDWARD GARRATT
- POLLY GARRATT
- Peter Garratt
- TIMOTHY JAMES GARRATT
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £27k | £27k |
| 31/03/2024 | £24k | £24k |
| 31/03/2023 | £24k | £24k |
| 31/03/2022 | £24k | £24k |
| 31/03/2021 | £16k | £18k |
Common questions
Is THE GARRATT FAMILY TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £5,000 at the end of the period, with total income and expenditure both recorded at £27,000. The trustees report that the charity aims to distribute income from its investment portfolio and draw upon capital only under exceptional circumstances. The independent examiner confirmed that no material matters came to their attention regarding the accounts. Its FY2025 accounts were independently examined.